Teresa Young

FIRST ADVISORS NATIONAL

Hoffman Estates, IL

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CRD#: 4366906

Professional summary

Teresa Young, who also goes by Teresa Ann Hale, None, Teresa Ann Varada, Teresa Ann Young, is a registered financial advisor currently at FIRST ADVISORS NATIONAL, LLC located in Hoffman Estates, Illinois.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Teresa has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Ann Hale | None | Teresa Ann Varada | Teresa Ann Young

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LADDER UP- CHICAGO, IL- PRO BONO TAX PREPARATION FOR UNDER PRIVILEGED FAMILIES- NO- TAX PREPARER AND QUALITY EXAMINER- 2015- 3 TO 5 HRS PER MONTH(12 HRS PER YR(SEASONAL))-0- VOLUNTEER- PREPARE TAXES FOR LOW WAGE EARNING FAMILIES///BUTTER CREEK CONDO ASSOCIATION- SCHAUMBURG, IL- NO-PRESIDENT02012- 1 TO 2 YRS-0-VOLUNTEER- MANAGE MAINT. OF 96 TOWNHOMES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Young's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2023 - Present

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Hoffman Estates, IL

Past

February 6, 2019 - December 6, 2021

W&S BROKERAGE SERVICES, INC.

RIA

CRD#: 8099

Rosemont, IL

Past

February 6, 2019 - December 6, 2021

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

Rosemont, IL

Past

December 15, 2014 - November 7, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROLLING MEADOWS, IL

Past

December 15, 2014 - November 7, 2018

LPL FINANCIAL LLC

CRD#: 6413

ROLLING MEADOWS, IL

Past

December 8, 2011 - January 10, 2013

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

PALATINE, IL

Past

December 8, 2011 - January 10, 2013

FIFTH THIRD SECURITIES, INC.

CRD#: 628

PALATINE, IL

Past

September 22, 2010 - December 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HONOLULU, HI

Past

September 14, 2010 - December 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HONOLULU, HI

Past

May 29, 2007 - June 23, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

HOFFMAN ESTATES, IL

Past

September 20, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

HOFFMAN ESTATES, IL

Past

June 20, 2005 - July 27, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

January 3, 2005 - June 3, 2005

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OAKBROOK, IL

Past

November 14, 2003 - June 3, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

June 1, 2001 - November 12, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(12/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/6/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/19/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/29/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/31/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/24/2021

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Teresa Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

W&S BROKERAGE SERVICES, INC.

W&S BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

SIGNATOR INVESTORS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2010

Series 65

Date: 4/19/2004

Series 63

Date: 5/29/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2004

Series 6

Date: 5/31/2001

Series 26

Date: 2/24/2021

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

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